Wells Fargo Corp Bnkg Rel Mgr 5 - Managing Director - FIG, Asset Management in New York, New York
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At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
The Asset Management coverage team within Financial Institutions in CIB is seeking an experienced senior relationship manager (RM), at the Managing Director (MD) level. The senior RM is responsible for growing Wells Fargo’s presence in the Traditional and Alternative asset management sectors.
This individual has primary responsibilities for developing, maintaining and generating revenue from a portfolio of clients and prospects in the asset management space. This person will cross-sell traditional banking products as well as capital markets solutions to existing clients and identify prospects to add to the platform. Additionally, the RM will work closely with the team’s portfolio manager on proposing, structuring and closing credit transactions. The RM will work closely with Wells Fargo partners including investment bankers within the Asset Management coverage team, Treasury Management, Foreign Exchange, Corporate Trust, Commercial Real Estate and Markets to best support each customer’s needs.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
- 9+ years of experience in one or a combination of the following: commercial banking relationship management, corporate banking relationship management, equity or venture capital investing
Experience originating, structuring, and executing transactions related to corporate banking, other credit related products, equity or venture capital investing for critical or complex clients
Ability to develop multifaceted revenue streams from strategic clients, including capital markets
Other Desired Qualifications
10+ years of experience in corporate banking, industry experience within the specific sector of the position, or a combination of both
Asset Management experience, within the Financials Institutions
Meaningful experience in a relationship management business where sophisticated corporate or institutional clients are served through Wholesale product offerings (credit, capital markets, traditional banking solutions, etc.)
Knowledge and understanding of business development: business vision, strategies, and goals
A Master's degree or higher in accounting, finance, or economics
Strong, clear and concise written and oral communication skills
Strong credit skills
Ability to analyze trends in the competitive marketplace and related marketing developments
Experience building partnerships and consulting effectively with leadership
Securities industry experience
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
Registration for FINRA Series 63 and 79 must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
Ability to travel up to 50% of the time
NC-Charlotte: 550 S Tryon St - Charlotte, NC
NY-New York: 30 Hudson Yards - New York, NY
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.
Company: Wells Fargo
Req Number: 5604839-1
Updated: 2021-10-19 00:29:06.691 UTC
Location: New York,NY